CA Strong Authentication Administration Guide › Getting Started › Configuring Administration Console Settings › Configure the Account Type

Configure the Account Type

All CA AuthMinder users are identified in the system by a unique user name. CA AuthMinder account or account ID used to identify the user in addition to the user name. A user can have none or one or more accounts or account IDs.

For example, consider a banking institution that uses the ID from the Customer.

Note: No two users in a given organization can have the same account ID. At any given time, the following combinations are unique:

• Organization name, account type, and account ID
• Organization name and user name

Creating a New Account Type

Follow these steps:

1. Click the Services and Server Configurations tab.
2. Click the Administration Console option on the submenu of the tab.
3. Under the UDS Configuration section on the side-bar menu, click the Configure Account Type link to display the page.
4. (If this is the first account type you are adding) In the Add New Account Type section:
   1. Enter the Name of the account type.
   2. Enter a Display Name for the account type.
   3. If required, expand the Custom Attributes section by clicking the + sign and specify the Name and Value of any custom attributes that you want to add for this account type.
5. In the Assign to Organizations section:
   • Select Apply to all organizations if you want to use this account type for all existing organizations and any organizations that may be created in future.

     Note: Such accounts appear under Global Accounts on the Configure Account Type page at the organization level.

     or

   • Select the organization to which you want to assign the account type from the Available list to the Selected list.

     Note: Such accounts appear under Organization Specific Accounts on the Configure Account Type page at the organization level.

     Click the > button to move selected organizations to the desired list. You can also click the >> button to move all organizations to the desired lists.

     Note: Hold the Ctrl key to select more than one organization at a time.

6. Click Create.
7. Refresh all deployed CA AuthMinder Server instances. See Refresh the Cache for instructions on how to refresh the system cache.

Deleting an Account Type

To delete an existing account type, select the account type that you want to delete from the Select Account Type drop-down list and click Delete.

Note: Refresh all deployed CA AuthMinder Server instances after modifying or deleting an account type. See Refresh the Cache for instructions on how to refresh the system cache.

Note: You cannot delete an account type if you have created user accounts for that type.